Ashburton Balanced Fund

Generating long-term, inflation-beating returns

What is the fund objective?

The primary objective of the Ashburton Balanced Fund is to generate long-term, inflation-beating returns over a three year period. The fund aims to meet its objectives through investing across a wide range of domestic and international asset classes which include equity, bond, property and money market. The fund can have a maximum equity exposure of 75% and is limited to a maximum offshore exposure of 25%. The portfolio will be actively managed with exposure to various asset classes being varied to reflect changing economic and market circumstances, in order to maximise returns for investors. The fund complies with Regulation 28 of the Pension Funds Act, 1956.

What is the investment process?


Why invest in in this fund?

The fund is aligned to investors who require a real return on their capital over time. The fund is suited to investors with a moderate risk profile, an investment horizon of greater than three years and a retirement and/or savings objective.

How do I invest?


ISIN ZAE000176467 Sedol Bloomberg
Currency South African rand Risk rating Moderate Domicile South Africa
Launch date 01/06/2013 Fund size 434.0000 m Dealing Daily
NAV 124.7200 cents Daily change 0.32% Price date 04/06/2020
Annualised performance since 2013: 3.1%

*Hover on chart to see values